Financial Aid 101
Software User Sessions
Compliance
Graduate & Professional
Leadership
Best Practices
Global Issues/Diversity
Professional Development
Sunday, February 7th
Sunday, February 7th
Location
8:00 AM – 9:00 AM
Pebble Beach
Reg Desks V &
VI
8:00 AM – 4:30 PM
8:00 AM – 12:00 PM
8:00 AM - 12:00 PM
(includes Continental
Breakfast from 8:00 8:30 AM)
Event
Session Description
Breakfast – Executive Board, Conference Committee, State President-Elects, Workshop participants
Conference Registration Open
Vendor Set-up
Charity Tables Set-up
2017 SASFAA Booth
Guilford A & C
Auditorium II
8:00 AM – 3:00 PM
(includes Continental
Breakfast from 8:00 9:00 AM)
Biltmore
9:00 AM – 3:00 PM
Bear Creek
Presenter(s)
NASFAA University:
Professional
Judgment
The professional judgment session offered by NASFAA U introduces
participants to professional judgment, including circumstances for which a
financial aid administrator may exercise it, documentation requirements,
recalculating a student’s financial need, and adjusting financial aid. The
sessions are designed for financial aid administrators with less than two
years of experience or as a refresher course for seasoned financial aid
administrators. The sessions use 2015-16 NASFAA CORE materials.
Completion of this session qualifies the participant to take the
optional Professional Judgement credential test.
Dana Kelly &
Amanda Sharp,
NASFAA
Mid-Level Officers
Pre-Conference
Workshop
This pre-conference workshop event for mid-level managers is designed for
individuals in the Financial Aid Office who are aspiring to be more involved in
decision-making. The workshop will introduce skills to better equip
professionals for success while refining their financial aid content
knowledge. Prepare for the new ever-changing career in financial aid as we
continue to evolve into a new breed of financial aid administrator. Sessions
will consist of 5 sessions that encourage interaction and creative thinking
with other movers and shakers in the southeastern region.
Michael Morgan,
Bill Spiers,
Dottie Davidson,
Forrest Stuart
State Presidents-Elect Workshop
1
Sunday, February 7th
Location
12:00 PM – 1:00 PM
Blue Ashe
1:00 PM - 3:45 PM
Guilford A & C
1:00 PM – 3:45 PM
Blandwood
1:00 PM – 3:30 PM
Auditorium II
Event
Session Description
Luncheon – Executive Board, Conference Committee, Mid-Level Workshop, NASFAA U Workshops, & State PresidentElects Workshop
Vendor Area Open
Charity Tables Open
2017 SASFAA Booth opens
NCASFAA Hospitality Suite
NASFAA University:
Cost of Attendance
The cost of attendance (COA) session offered by NASFAA U focuses on the
process of COA construction, selecting appropriate methods of research to
use for determining student budget expenses, identifying and describing the
COA components, and identifying when a student’s COA must be
recalculated. The sessions are designed for financial aid administrators with
less than two years of experience or as a refresher course for seasoned
financial aid administrators. The sessions use 2015-16 NASFAA CORE
materials. Completion of this session qualifies the participant to take the
optional Cost of Attendance credential test.
Opening Session
Presiding: Amy Berrier, SASFAA President
Presentation of Colors: Grimsley High School ROTC
4:00 PM – 5:30 PM
Guilford B
National Anthem: Guilford College Sextet: Lumina
Welcome to Greensboro: United States Congresswoman Alma Adams
Welcome from NCASFAA: Joey Trogdon, NCASFAA President
Charity Introduction: Lori Southerland and Josie Callahan. Fisher House
Guest Keynote Speaker: Major General Gerald Ketchum
5:30 PM – 12
midnight
Guilford ABC
Presenter(s)
SASFAA Super Bowl Sunday Tailgate!
2
(Welcome and Reception)
Dana Kelly &
Amanda Sharp,
NASFAA
Monday, February 8th
Monday, February 8th
7:15 AM – 8:30 AM
Location
Reg Desks V &
VI
Guilford A & C
7:30 AM – 11:30 AM
Guilford A & C
8:30 AM – 11:30 AM
Blandwood
7:15 AM – 3:00 PM
Event
Session Description
Conference Registration Open
Continental Breakfast
Vendor Area Open
Charity Tables Open
2017 SASFAA Booth opens
NCASFAA Hospitality Suite
8:30 AM – 9:30 AM
General Session
Guilford B
Student Loans:
Reconciling the
Rhetoric with the
Reality
9:30 AM – 9:45 AM
Break
9:45 AM – 11:00 AM
Concurrent Sessions
Session 1
Session 2
Presenter(s)
As FAAs we may deal with student loans as part of our daily routine. Thus,
all the media attention and the growing concerns of student loan debt is
probably no surprise to us.
Beth Akers is a fellow in the Brookings Institution's Brown Center on
Education Policy. Come listen to her present both sides of the argument,
"Student Loan: Crisis or Media." We all have our own opinions, but has it
really grown to a crisis level or is it just media hype? Once you hear both
sides of the argument, you will leave with a better understanding of both
sides, feel better that your opinion was right on target or you may even
change your mind!
Auditorium III
Review of NCAA
Division II Financial
Aid Legislation
Division II began a comprehensive review of its financial aid legislation in
June 2014. This session will provide an overview of current legislation and
an update on the review, including several policy and legislative changes
that have already been implemented. An NCAA staff member will provide an
overview of financial aid concepts being considered by the Division II
Legislation Committee. Attendees will have an opportunity to provide
feedback on the legislative concepts. It is expected that the Division II
membership will vote on financial aid proposals at the 2017 NCAA
Convention.
Biltmore
Federal
Methodology: Part I*
(Session will
conclude in Part II,
Monday, 1:15pm))
Ever wondered how the Expected Family Contribution (EFC) is calculated?
This session will describe the underlying principles of need analysis, explain
the various federal methodology formula models, and give attendees an
opportunity to perform an EFC hand calculation.
3
Beth Akers,
Brookings
Institute
Karen Wolf,
NCAA
Amanda Sharp,
NASFAA
Brad Barnett,
JMU
Monday, February 8th
Session 3
Session 4
Session 5
Session 6
Session 7
Session 8
Location
Event
Session Description
Presenter(s)
Public Service Loan
Forgiveness
Join us as we provide an overview of the Public Service Loan Forgiveness
program. As the sole servicer for Public Service Loan Forgiveness, we will
review the eligibility requirements, borrower experience, and resources for
our school partners. We will also go over some common mistakes made on
the Employment Certification Form.
Mary Fenton &
Lisa Ciritella,
Fed Loan
Servicing
Working with
Unaccompanied
Homeless Youth and
Undocumented
Immigrants
Unaccompanied Homeless Youth and Undocumented Immigrants faces
hurdles accessing services and resources their peers often take for granted.
This session will explore the unique needs of this population. We will discuss
ways we can advocate for these students and provide services and the
access to resources they will need to ensure their continued success. We
will also discuss ways McKinney-Vento Act professionals and financial aid
administrators can collaborate to help the unaccompanied homeless youth to
navigate the postsecondary education system.
Joan Bailey,
USF &
Francisco
Valines, FIU
Auditorium II
Lead Up, Down and
All Around
Financial aid personnel play an increasingly complex role in building
relationships with colleagues across campus-- from peers, to presidents and
staff, to students. Data is the key to the stories that must be told. This
workshop will take a look at how best to craft these relationships and keep
your voice in the matters pertaining to financial aid. Three groups of contacts
will be discussed: up (presidents and boards of trustees), down (staff and
student management), and all around (media, agencies, entities outside the
campus).
Brent Tener,
Vanderbilt;
Bryan Erslan,
EKU & Lisanne
Masterson,
BRCC
Augusta
Supporting and
Serving GLBT
Students (Part I):
Understanding the
Spectrum of Sexual
Orientation and
Gender
Part I of the Supporting and Serving GLBT Students workshop will provide
an overview of the ways in which GLBT students are currently self-identifying
in terms of their gender identity, gender expression and sexual orientation in
order to prepare faculty and staff to understand the needs of these students
and how best to serve and support them.
Renee Wells,
NCSU
Comprehensive
Default Management
& Financial Literacy
At Valencia College we have had a Financial Literacy Program for 5 years.
Two years ago we married our Default Aversion efforts to the Literacy
Program. We have received grant funds and institutional funds to create our
efforts and have institutional leadership support.
Sedrick Brinson,
Valencia
College
Ilia Cordero,
Valencia
College
Collaborating to
Increase Student
Retention
Nationally, not much more than half of the four year institution students
graduate and a much smaller proportion for two year colleges. Retaining
students is a charge often given to one office, however the work truly spans
the institution. This session will focus upon outlining areas of focus across
the campus which, when coordinated through SEM, can improve retention
and graduation rates.
Luke Schultheis,
VCU
Arrowhead
Auditorium IV
Tidewater
Pebble Beach
4
Monday, February 8th
Location
11:00 AM - 11:30 AM
Guilford A & C
Event
Session Description
Presenter(s)
Break (Visit Exhibitors and Charity Tables)
Luncheon/SASFAA Business Meeting
11:30 AM – 1:00 PM
NASFAA Update
Dan Mann, NASFAA
Chair
NASFAA Chair, Dan Mann will provide a NASFAA Update
Concurrent Sessions
Session Description
Auditorium IV
Mitigating Fraud
Risks in Title IV
Programs
The purpose of this session is to raise awareness of the issues unique to
post-secondary schools and the distance education environment and to
discuss actions to mitigate the risks associated with education fraud. Title IV
programs are large, complex, and inherently risky because of their design,
reliance on numerous entities for administration and oversight, the nature of
the student population, and the changes in educational delivery methods,
such as distance education. After this presentation, a participant will gain a
better understanding of the OIG Mission and the recommendations made by
the OIG in Management Information Reports to help mitigate fraud risks in
Title IV Programs.
Yessyka
Santana, Dept.
of Ed, Office of
Inspector
General
Biltmore
Federal
Methodology: Part II*
(Continuation from
Part I, Monday
9:45am)
Ever wondered how the Expected Family Contribution (EFC) is calculated?
This session will describe the underlying principles of need analysis, explain
the various federal methodology formula models, and give attendees an
opportunity to perform an EFC hand calculation.
Amanda Sharp,
NASFAA
Brad Barnett,
JMU
Auditorium III
Resolving
Citizenship, Selective
Service and Veteran
Status C-Flags
This session will provide tips and strategies for working with your students to
quickly resolve issues of database matches that has resulted in a resolution
being required before the student eligibility can be determined. Best
practices will be discussed, strong audience participation will be encouraged.
Joan Bailey,
USF & Tracy
Jones, USF
Guilford B
1:15 PM – 2:30 PM
Session 1
Session 2
Session 3
Dan Mann,
NASFAA Chair
& University of
Illinois at
UrbanaChampaign
Presenter(s)
5
Monday, February 8th
Session 4
Session 5
Session 6
Session 7
Session 8
Location
Event
Session Description
Presenter(s)
Workplace Violence
Workplace violence is any act or threat of physical violence, harassment,
intimidation, or other threatening disruptive behavior that occurs at the work
site. It ranges from threats and verbal abuse to physical assaults and even
homicide. It can affect and involve employees, clients, customers and
visitors. As we are all aware, many acts of violence have taken place on
college campuses all across the country. This session will allow you to meet
with other colleagues to discuss workplace violence and the importance of
threat assessment as you work with students in distress. Join the Director of
Emergency Management and a Captain with the UNC Greensboro Police
Department to learn more about threat assessment and how to stay safe on
our campuses.
Jason Stogner,
UNCG; Captain
Ron Wolford,
UNCG PD
Enrollment
Management - What
does it mean for
financial aid folks?
Enrollment management tends to be a popular trend in higher education.
What does it really mean since enrollment and retentions goals can me
managed by two different entities on campus and in some cases be at odds
with each other? This session will discuss how the University of Miami's
Enrollment Management team is working to transform student lives by reengineering how financial aid supports students as they pursue obtaining a
degree.
Raymond NaultHix, U of Miami
Auditorium II
COD Updates
This session will describe the changes to the Common Origination &
Disbursement System for current award year 2015-16 and the current state
of the processing system. We'll talk about modifications to the system to
comply with new Direct PLUS Loan Program credit and counseling
requirements, a new XML Schema for award year 2015-2016 data, a new
system-generated response, a new report, and where and how to find data
relative to the changes. We'll also cover a few new edits, a couple changes
to Ability To Benefit, and what you'll no longer see coming from COD. Finally,
we'll take a peek at what COD has planned for award year 2016-17.
Wood Mason,
Dept. of Ed
Augusta
Supporting and
Serving GLBT
Students (Part II):
Campus Climate,
Institutional Barriers,
and Action Strategies
Part II of the Supporting and Serving GLBT Students workshop will explore
contemporary campus climate, the interpersonal and institutional barriers
that GLBT students face, and concrete action strategies that faculty and staff
can use to create an inclusive environment in their respective departments
and to advocate for more inclusive policies and practices at their institutions.
Renee Wells,
NCSU
Pebble Beach
ED Program Reviews
and NASFAA’s
Standards of
Excellence Review
Program
Come learn about what to expect and how to prepare for an ED Program
Review as well as how NASFAA’s Standards of Excellence Review Program
can assist your institution. This presentation will also discuss the analysis
conducted by NASFAA on ED Program Reviews
Ashley Reich,
NASFAA
Arrowhead
Tidewater
6
Monday, February 8th
Location
2:30 PM – 5:00 PM
Guilford A & C
2:30 PM – 5:00 PM
Blandwood
Event
Session Description
Vendor Area Open
Charity Tables Open
2017 SASFAA Booth opens
NCASFAA Hospitality Suite
2:30 PM – 2:45 PM
Break
2:45 PM – 4:00 PM
Session1
Session 2
Presenter(s)
Arrowhead
Pebble Beach
Concurrent Sessions
Session Description
Presenter(s)
Satisfactory
Academic Progress
Program Integrity regulations of 2010 strengthened the Satisfactory
Academic Progress requirements with implementation by July 2011. Five
years later - how compliant is your SAP policy with the 2010 changes? How
effective are your appeal procedures and academic success plan procedures
with helping your students succeed? Audience participation and feedback
will be quite welcome in this session!
Heather Boutell,
Bellarmine;
Philip Hawkins,
UWG
Top AskRegs
Questions for 2015
Have you ever wondered if your colleagues have the same regulatory
questions that you do? This session will review the top AskRegs questions
NASFAA members posed in 2015. In addition to providing answers, this will
be your opportunity to review requirements and best practices related to
these top issues.
Dana Kelly,
NASFAA
Laura Keown,
Centre C &
Elizabeth Milam,
Clemson
SASFAA State
Presidents
Session 3
Biltmore
The Value of
Volunteerism
Have you ever wondered why and how your colleagues have managed to
volunteer in their communities and/or national, regional or state professional
associations? All it really takes is taking that first step and volunteering. A
panel of State Presidents will share their path to volunteering and how it has
made an impact in their personal and/or professional development.
Attendees are guaranteed to leave the session energized to find the right
"volunteer-fit" that can impact others and their future.
Session 4
Augusta
Student
Clearinghouse
Update
Join us for an overview of the National Student Clearinghouse program. Get
the latest on the services provided and the updates for 2016-17.
Sue Ledwell,
Student
Clearinghouse
Return to Title IV
Return of Title IV (R2T4) funds is an important process on your campus.
Presenters from the Dept. of Ed and an institution will focus on R2T4
provisions for students enrolled in credit-hour and clock-hour programs.
Derek Ball,
KCTCS; David
Bartnicki, Dept.
of Ed
PLUS Loans A-Z
There have been a number of recent changes to the Direct PLUS Loan
Program. Learn what they are and how they impact your Financial Aid
Office’s day-to-day routine. We’ll cover the basics then go deeper into the
new PLUS Counseling requirement. Be there or be square!
Wood Mason,
Dept. of Ed
Session 5
Session 6
Auditorium IV
Auditorium II
7
Monday, February 8th
Location
Event
Session Description
Presenter(s)
Session 7
Auditorium III
An Update on NCAA
Division I Financial
Aid Legislation
This session, intended for NCAA Division I schools, will provide an update on
issues affecting NCAA Division I financial aid legislation to help prepare you
to discuss these issues on your campus and within your conference.
Karen Wolf,
NCAA
Diversity Wheel
The climate for diversity, inclusion and equity is critical to ensuring we
provide the best level of service possible to our students. Come learn the
combinations of all dimensions that influence our values, beliefs, behaviors,
experiences and expectations which make us all unique as individual. Learn
to recognize that the responsibility for excellence, diversity and inclusion lies
with all of us at the Institutions: leadership, administration, faculty, staff and
students. Attend this session and learn to be the champions of diversity at
your institution!
Stacy Walker,
UMMC
Session 8
Tidewater
4:00 PM – 4:30 PM
Guilford A & C
4:30 PM – 5:15 PM
Break
State Meetings
Session Description
Visit with your friends and colleagues from your state to discuss any topics of
interest in the financial aid world or how other institutions are handling
problems that you are now facing on your campus. This will be an open
discussion format so bring topics and ideas if you have them!
Presenter(s)
Biltmore
Alabama
Auditorium II
Florida
Auditorium III
Georgia
Kelly D'Eath
Ryan
McNamara
Sarah Baumhoff
Arrowhead
Kentucky
Laura Keown
Edinburgh
Mississippi
Nicole Patrick
Auditorium IV
North Carolina
Joey Trogdon
Augusta
South Carolina
Elizabeth Milam
Pebble Beach
Tennessee
Richard Smelser
Tidewater
Virginia
Michael Farris
Dinner On Your Own
5:30 PM - 8:00 PM
5:30 PM – 6:30 PM
Meadowbrook
Sponsor Reception (by invitation)
6:45 PM - 7:45 PM
Meadowbrook
Mentor Meet and Greet (by invitation)
8:00 PM – 10:30 PM
Auditorium II
Bingo/Networking
8
Tuesday, February 9th
Tuesday, February 9th
7:15 AM – 8:30 AM
Location
Reg Desks V &
VI
Guilford A & C
7:30 AM – 11:30 AM
Guilford A & C
7:30 AM – 11:30 AM
Blandwood
7:15 AM – 3:00 PM
Event
Session Description
Presenter(s)
Registration Open
Continental Breakfast
Vendor Area Open
Charity Tables Open
2017 SASFAA Booth opens
NCASFAA Hospitality Suite
General Session
Inside the Beltway:
Washington Update
Capitol Hill has been buzzing with interest on financial aid issues. Join
NASFAA President Justin Draeger as he provides a high level update of
what's happening in Washington, D.C. and the work of NASFAA's various
policy task forces.
9:45 AM – 11:00 AM
Concurrent Sessions
Session Description
Presenter(s)
Session 1
You've Got your
Federal Token. Now
What?
Oh the places you'll go! Find out about all the Federal websites and systems
you can access with your FAA user ID. You'll get a broad overview of the
various Federal systems, what you can do when logged in to each, and how
they all work together to help you do your job as a financial aid
administrator.
Wayne Kruger,
SPC
Creating and
Delivering a Graduate
Program in Student
Financial Aid
Administration
Although graduate programs in student financial aid have existed in the past,
there are no programs that exist currently nationwide; there are classes in
financial aid, or that discuss financial aid, but there is no program devoted to
the profession. This session will review the new graduate certificate program
in Student Financial Aid Administration. The program embeds current subject
matter expertise on financial aid within the context of higher education
organization, governance, management, and leadership principles.
Emphasis is provided not only on financial aid specifics, but also on the
office’s role and relationships within the institution. Discussion topics will
include program structure, content, and delivery.
Anthony Jones,
AppState
Have Fun Creating a
Successful Default
Prevention
Management Plan
During this interactive session, Family Feud style, we will share with you
some of the best practices institutions have incorporated into their Default
Prevention Plan to assist borrowers develop effective loan repayment
strategies and help you manage your CDR. You will have the opportunity to
learn different ideas to create a plan for your institution by using different
tools, resources, and partnerships within your organization and in the
industry. If you are looking for ideas to incorporate into your plan and learn
about how others institutions have succeeded, this session is for you.
David Diebel &
Irma Molinares,
ECMC; Sandy
Neel, UL
8:30 AM – 9:30 AM
Guilford B
9:30 AM – 9:45 AM
Session 2
Session 3
Justin Draeger,
NASFAA
Break
Biltmore
Arrowhead
Auditorium III
9
Tuesday, February 9th
Session 4
Session 5
Location
Auditorium II
Auditorium IV
Event
Session Description
Presenter(s)
Green Zone Training
- Part I
Green Zone training is for staff desiring to learn more about the military
affiliated student experience. Its goals are to train members of the higher
education community to know more about the issues and concerns faced by
military affiliated students and to identify individuals who are available to
assist this population. These individuals are not expected to be experts who
can “solve problems.” They are individuals who can lend a sympathetic ear
and help the student veteran identify and connect with the appropriate
resources. This session is being offered in two parts.
Christopher
Gregory, UNCG
& Amber
Mathwig, UNC
Chapel Hill
Consumer
Information
This session will focus on the consumer disclosure requirements that have
generated attention and questions over the last several years, such as the
memorandum of understanding, executive orders, financial aid shopping
sheet and net price calculator. In addition to reviewing the requirements,
Department of Education officials will review the tools and resources that are
available to help institutions comply with the consumer information
provisions.
David Bartnicki,
Dept. of Ed
Amy Wood,
TSU; James
Theeuwes, FSC;
Tarik Boyd,
ECPI; Ross
Hughes, TCTC
& Celena
Tulloss, UT Knoxville
Augusta
Federal Work Study
Ever wonder how other institutions process federal work study? If so, come
to this panel discussion representing various sectors who will share best
practices for developing a policy, utilizing students and processing federal
work study funds.
Session 7
Pebble Beach
Making the
Impossible Choices,
Best Practices in
Work-Life Balances
By making deliberate choices, looking for efficiencies, and knowing which
opportunities to pursue or turn down, anyone can engage in more fulfilling
work at home or in the office. Join NASFAA President Justin Draeger as he
discusses principles, tactics, and tools to achieve a more balanced you!
Justin Draeger,
NASFAA
Session 8
Tidewater
Overaward. Is That
Even a Word?
Well, it is a very real and meaningful word in the crazy world of financial aid.
In this session, discover the truths of overawards...from the meaning, to how
they occur, to the solution.
Nathan Basford,
FSU
Session 6
11:00 AM - 11:15 AM
Break
10
Tuesday, February 9th
Location
Event
Session Description
Presenter(s)
11:15 AM - 12:15 PM
FA Software Users
Sessions
Session 1
Biltmore
Alliant - Birds of A
Feather
Alliant users! This session is designed to be an open discussion concerning
your usage of Alliant. Come prepared to discuss problems you’ve been
having or solutions you’ve designed to fix issues. Feel free to bring tips and
tricks to making your system work best for you.
Joan Waters
Auditorium II
Banner - Birds of A
Feather
Banner users! This session is designed to be an open discussion
concerning your usage of Banner. Come prepared to discuss problems
you’ve been having or solutions you’ve designed to fix issues. Feel free to
bring tips and tricks to making your system work best for you.
Amy Wood
Tidewater
Campus
Management/Campus
View - Birds of A
Feather
Campus Management/View users! This session is designed to be an open
discussion concerning your usage of Campus Management/View. Come
prepared to discuss problems you’ve been having or solutions you’ve
designed to fix issues. Feel free to bring tips and tricks to making your
system work best for you.
Kathi Turner
Auditorium III
Colleague - Birds of
A Feather
Colleague users! This session is designed to be an open discussion
concerning your usage of Colleague. Come prepared to discuss problems
you’ve been having or solutions you’ve designed to fix issues. Feel free to
bring tips and tricks to making your system work best for you.
Lisa Koretoff
Pebble Beach
Jenzabar - Birds of A
Feather
Jenzabar users! This session is designed to be an open discussion
concerning your usage of Jenzabar. Come prepared to discuss problems
you’ve been having or solutions you’ve designed to fix issues. Feel free to
bring tips and tricks to making your system work best for you.
Bridget Ellis
Auditorium IV
PeopleSoft - Birds of
A Feather
PeopleSoft users! This session is designed to be an open discussion
concerning your usage of PeopleSoft. Come prepared to discuss problems
you’ve been having or solutions you’ve designed to fix issues. Feel free to
bring tips and tricks to making your system work best for you.
Wayne Kruger &
Francisco
Valines
Augusta
PowerFAIDS- Birds
of A Feather
PowerFAIDs users! This session is designed to be an open discussion
concerning your usage of PowerFAIDs. Come prepared to discuss problems
you’ve been having or solutions you’ve designed to fix issues. Feel free to
bring tips and tricks to making your system work best for you.
Debra Johnson
Arrowhead
ProSAM - Birds of A
Feather
ProSAM users! This session is designed to be an open discussion
concerning your usage of ProSAM. Come prepared to discuss problems
you’ve been having or solutions you’ve designed to fix issues. Feel free to
bring tips and tricks to making your system work best for you.
Stacy Walker
Session 2
Session 3
Session 4
Session 5
Session 6
Session 7
Session 8
12:15 PM -12:30 PM
Break
11
Tuesday, February 9th
Location
12:30 PM – 2:00 PM
Olympia
Event
Session Description
Past President's Luncheon
12:30 PM - 1:45 PM
Lunch 'n Learn Sessions
Session 1
Augusta
Postlethwaite & Netterville
Session 2
Auditorium II
Great Lakes
Session 3
Auditorium III
Sallie Mae
Session 4
Auditorium IV
Inceptia
1:45 PM - 2:00 PM
1:45 PM – 3:45 PM
Presenter(s)
Break
Blandwood
NCASFAA Hospitality Suite
2:00 PM – 3:15 PM
Concurrent Sessions
Session Description
Presenter(s)
Session 1
SULA Requirements
& Best Practices
SULA?!?! You know the 150% Subsidized Loan Usage Limit. Come, learn
and listen to an institution's best practices and perspectives.
Heather Unger,
GTCC &
Lakisha
Sanders, GPTC
From Application to
Offer: Part I
Wonder how a student goes from FAFSA to Award? Go from a student's
application to hands on processing. In part one, we will take a look at one
student's application completion, EFC and verification process. In part 2, we
will continue to follow the student from verification/correction to COA and
award.
Stephanie Miller,
JSU & Bethany
Neary, GTCC
Auditorium IV
FAFSA Application
Processing and
Verification Update
This session will provide an overview of changes to the 2016-17 Free
Application for Federal Student Aid (FAFSA) and related application
processing updates. The session will cover changes to verification
requirements for 2016-17, including changes to the Verification Tracking
Groups and updates to the verification selection process, particularly
updates related to identity verification selection. Lastly, the session will
feature a discussion about the Department’s efforts to prevent fraud and
abuse in the Title IV Programs by identifying students with unusual
enrollment histories, and it describe how institutions must resolve the
resulting ISIR ‘C’ codes for students with these enrollment histories.
David Bartnicki,
Dept. of Ed
Auditorium II
Direct Loan and Pell
Reconciliation
Reconciliation is a job that impacts not only the Financial Aid Office but
anyone and everyone that “touches” the Title IV funds that you award to your
students. Learn who the “key” players are and how to take the mystery out of
this required task.
Wood Mason,
Dept. of Ed
Session 2
Session 3
Session 4
Arrowhead
Biltmore
12
Tuesday, February 9th
Session 5
Session 6
Session 7
Session 8
Location
Auditorium III
Tidewater
Augusta
Pebble Beach
Event
Session Description
Presenter(s)
2016 Elections: What
does it Means to
Higher Education?
"Over the years a few individuals have referred to Washington DC as
"Disney on the Potomac." While there are certainly similarities to "Never
Never Land" and the area offers many attractions, it is the government that is
unique as every few years the White House, Senate and House of
Representatives provide the public with a way to change leadership. 2016
offers the voting public such an opportunity to make change.
It is fairly certain that higher education policy will be a part of both political
parties' presidential platform as college costs and indebtedness have been a
topic of conversation for every candidate. The question remains of what
can/will happen with a new president/administration and Congress taking
office in less than a year.
This session with provide a look at the November elections and what it
means for higher education.
Brett Lief, NSLP
& Steve Brooks
Mindcents: Financial
Literacy for Your
Students
Mindcents is an experience and support system that help you navigate the
often murky financial waters that have the ability to drown many. Clyde
Anderson, Economic Renewal Expert, Author, Speaker and CNN Contributor
created the course to send financial aid providers through a Financial Life
Simulator designed to spark a shift in thinking to help the young adults they
serve, but also have a renewed outlook on their own financial lives in the
process. Participants will learn key principles that will reinforce their financial
foundation. By placing themselves in the young adults' shoes, providers will
have an opportunity to understand what the average student deals with and
the challenges they have making a connection to their personal finances as
well as the importance of learning by application, rather than theory.
Clyde Anderson,
former CNN
Host of Money
Matters
Green Zone Training
- Part II
Green Zone training is for staff desiring to learn more about the military
affiliated student experience. Its goals are to train members of the higher
education community to know more about the issues and concerns faced by
military affiliated students and to identify individuals who are available to
assist this population. These individuals are not expected to be experts who
can “solve problems.” They are individuals who can lend a sympathetic ear
and help the student veteran identify and connect with the appropriate
resources. This session is being offered in two parts.
Christopher
Gregory, UNCG
& Amber
Mathwig, UNC
Chapel Hill
A New World for
Managing Athlete
Financial Aid - Post
O'Bannon and Cost
of Attendance
With the liberalization of the NCAA Financial Aid policies, many financial aid
offices may find themselves receiving additional scrutiny with the
development of the cost of attendance. This session will review how some
schools are dealing with COA development, awarding the additional financial
assistance to athletes, and what additional work this will mean for financial
aid professionals. This is a great opportunity for compliance specialist,
Directors and institutional leaders to join in on the conversation.
Michael
Reynolds,
Auburn;
Raymond NaultHix, U of Miami;
Brent Tener,
Vanderbilt;
Sandra Neel, UL
13
Tuesday, February 9th
Location
3:15 PM – 3:45 PM
Guilford A & C
3:45 PM - 5:00 PM
Guilford A & C
3:45 PM – 5:00 PM
Session 1
Session 2
Session 3
Session 4
Session 5
Event
Session Description
Presenter(s)
Break
Vendor Breakdown
Charity Tables (open through dinner)
2017 SASFAA Booth
Concurrent Sessions
From Application to
Offer: Part II
Wonder how a student goes from FAFSA to Award? Go from a student's
application to hands on processing. In part one, we will take a look at one
student's application completion, EFC and verification process. In part 2, we
will continue to follow the student from verification/correction to COA and
award.
Stephanie Miller,
JSU & Bethany
Neary, GTCC
Arrowhead
Getting Involved in
NASFAA
NASFAA is a member-driven organization that relies on member
involvement in training, public policy development, and advocacy. Learn
how you can positively influence NASFAA’s direction and contribute to our
vision to shape the future by promoting student access and success in
higher education.
Dan Mann,
NASFAA Chair
& University of
Illinois at
UrbanaChampaign
Augusta
Making An Impact In
Federal Student Aid
& Your Own
Professional
Development as a
Graduate &
Professional FAA
Learn from experienced FAA's who have managed to navigate federal
legislation and guidelines to enable them to maintain compliance for
graduate and professional aid programs. They will share their GP FAA
toolbox, tips, tricks and best practices. In addition, they can recap the
various volunteer opportunities within associations that allow them to make
an impact in federal student aid programs and their own professional
development by building their own network within Federal Student Aid and
other colleagues in the graduate and professional FAA community.
Brenda Brown,
U of Miami &
Mary Fenton
Top 10 Compliance
Findings
Have you ever wondered what kinds of Title IV problems school face in
audits and program reviews? Well, unless you are scheduling a review, this
session is for you. We will discuss the most recent audit and program review
findings from FY 2014. Aside from providing information related to common
mistakes that can lead to these findings, we will have an interactive
discussion with participants on ways to resolve these potential concerns.
David Bartnicki,
Dept. of Ed
FAA Toolbox
In the world of financial aid we rely on so many resources to do our job. Just
like a mechanic or a handyman it would be really easy if we were just
handed a toolbox with all these resources. Two of our 2015-16 SASFAA
instructors are going to share their version of a FAA Toolbox so that you can
use as is or to build your own!
Celena Tulloss,
UT- Knoxville;
Sarah
Baumhoff, KSU
Biltmore
Auditorium III
Pebble Beach
14
Tuesday, February 9th
Session 6
Session 7
Session 8
Location
Event
Session Description
Presenter(s)
Reporting and
Adjusting Direct
Loan and SULA
This session will take some of the mystery out of what you should report to
COD for accurate Subsidized Usage Period (SUP) calculations under
different circumstances. We’ll talk about origination date, how COD
calculates the SUP, when to adjust data, and common mistakes schools
make when reporting SULA data for a borrower. Incorrect reporting can
adversely impact a student’s ability to secure Subsidized Loan funds and this
session will help you avoid contributing to an inaccurate SULA calculation.
Wood Mason,
Dept. of Ed
Auditorium II
FAA Perspective on
Prior-Prior-Year
(PPY)
The panel for this session will consist of NASFAA President, Justin Draeger
and SASFAA colleagues who are members of NASFAA's Prior-Prior-Year
Implementation Task Force. This is an opportunity for the panel and session
attendees to share their perspectives on the 2017-18 PPY implementation.
Justin Draeger,
NASFAA;
Francisco
Valines, FIU;
Heather Boutell,
Bellarmine &
Tarik Boyd,
ECPI
Tidewater
Recognizing the
Difference Between
Impact and Intent:
Does Your Customer
Service Measure Up?
Many professionals have been in situations where the intent did not meet the
desired impact. How we communicate information can greatly affect our
desired outcomes. In this session, we will learn how successful
communication builds trust and understanding - even when the news being
delivered is not the news the students or others may want to hear. Trust us,
you do not want to miss this session!
Bonita King,
GPC
Auditorium IV
Award Banquet
Evening Entertainment
SASFAA Lip Sync Battle
6:30 PM - 11:00 PM
Guilford B
15
Wednesday, February 10th
Wednesday, February
10th
Location
Event
Session Description
Presenter(s)
General Session-Spirit Day!
(Wear your institution's or organization's team colors)
Breakfast Buffet
Presentation of Charity Donation
Business Meeting
9:00 AM – 12:00 PM
Guilford B
Federal Update
The Department of Education will present information about current issues
for the Title IV student aid programs. The session will include updates about
the Department’s Title IV activities and initiatives, including information about
the Department’s regulatory efforts.
Closing/Wrap up
12:30 PM -1:30 PM
Biltmore
Conference Committee 2016 & 2017 Transitional Meeting & Lunch
16
Jeff Baker &
Carney
McCullough,
Dept. of Ed